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Stock Screener·US·Financial Services·0P00002ANR.L
Share

IFSL Wise Multi-Asset Income B Inc Stocks

£ 1.52Last Updated 31.07.2026

Issuer Rating

Performance

Average

Risk

Considerable

Recommendation

Sell

Market Cap

£ 1.04M

£ 1.52
Key Takeaways

Risk factor

Very poor trading liquidity

Data is available to registered users only
Data is available to registered users only

Profitability factor

Reasonable dividends

Data is available to registered users only
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Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
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About

The primary objective of the TB Wise Multi-Asset Income fund is to deliver a yield greater than that of the Cboe UK All Companies Index. Over the medium to long term, it also aims for potential income growth and capital appreciation, striving to match or outperform the UK's inflation rate, which the Bank of England currently defines by the Consumer Prices Index (CPI). It's important for investors to note that their capital is not guaranteed, and a positive return is never assured over any period. This fund invests across a broad spectrum of asset classes, forming a diversified portfolio that may incorporate collective investment schemes, company shares (including investment trusts), various bonds, government debt, short-term money market instruments, bank deposits, and cash.

Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
Sign up to access detailed risk analysis

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